Co-agent workflow for planning teams

Answers are general operational information only — not legal, tax, regulatory, clinical, privacy, immigration, or professional advice. Requirements vary by matter, client, and regulator.

Frequently asked questions

Which plan includes co-agent workflows?

Enterprise at $99 CAD/month includes co-agent workflows and unlimited households. Smaller teams often use Professional with a single login.

Can co-agents approve document uploads?

Access is scoped per your business account configuration. Principals typically retain final approve/reject on KYC items.

Does co-agent replace CRM task assignment?

No. Use your CRM for tasks and calendar; Hivi-X for checklist-driven document intake.

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